A detailed history of High Pines Wealth Management, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, High Pines Wealth Management, LLC holds 4,240 shares of JPM stock, worth $869,920. This represents 1.1% of its overall portfolio holdings.

Number of Shares
4,240
Previous 3,856 9.96%
Holding current value
$869,920
Previous $559,000 28.98%
% of portfolio
1.1%
Previous 0.92%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024

BUY
$135.69 - $170.3 $52,104 - $65,395
384 Added 9.96%
4,240 $721,000
Q3 2023

Nov 09, 2023

BUY
$143.21 - $158.0 $21,481 - $23,700
150 Added 4.05%
3,856 $559,000
Q2 2023

Aug 08, 2023

BUY
$127.47 - $145.44 $1,019 - $1,163
8 Added 0.22%
3,706 $539,000
Q1 2023

May 11, 2023

BUY
$124.91 - $143.8 $1,498 - $1,725
12 Added 0.33%
3,698 $481,000
Q3 2022

Nov 14, 2022

BUY
$20.73 - $120.58 $14,303 - $83,200
690 Added 23.03%
3,686 $385,000
Q2 2022

Aug 15, 2022

SELL
$112.61 - $135.91 $2.95 Million - $3.56 Million
-26,200 Reduced 89.74%
2,996 $337,000
Q1 2022

May 11, 2022

BUY
$128.3 - $168.44 $384 - $505
3 Added 0.01%
29,196 $3.98 Million
Q4 2021

Feb 15, 2022

SELL
$153.94 - $171.78 $286,328 - $319,510
-1,860 Reduced 5.99%
29,193 $4.62 Million
Q3 2021

Oct 13, 2021

BUY
$146.97 - $166.98 $614,922 - $698,644
4,184 Added 15.57%
31,053 $5.08 Million
Q2 2021

Aug 13, 2021

BUY
$147.37 - $166.44 $63,221 - $71,402
429 Added 1.62%
26,869 $4.18 Million
Q1 2021

Apr 09, 2021

BUY
$125.65 - $157.65 $103,786 - $130,218
826 Added 3.22%
26,440 $4.03 Million
Q4 2020

Apr 09, 2021

BUY
$96.54 - $127.07 $2.47 Million - $3.25 Million
25,614 New
25,614 $3.26 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $602B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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